13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001287618
申報總市值
US$4.5億
US$4.5億
202 檔
22.8%
在 Q4 2024 的 13F 官方備案中，Dumont & Blake Investment Advisors LLC 管理的美股投資組合規模來到 US$4.5億，整體持股檔數為 202 檔。
從 Q4 2024 申報觀察，Dumont & Blake Investment Advisors LLC 採取防禦導向的調倉策略，本季減碼 38 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SPY, QQQ, AAPL）累計市值佔比達 22.8%，是驅動 Dumont & Blake Investment Advisors LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
IJS
市值: US$89.6萬
本季最大獲利了結 / 清倉標的
DVA
前期市值: US$115.7萬
僅顯示前 200 大持股（共 202 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.52% | +0.21% | -0.46% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.13% | +0.63% | -1.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.72% | -0.11% | -0.54% | |
| 4 | ✓ | 股票-其他 | 4.44% | — | -1.54% | ||
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.38% | -0.79% | |
| 6 | ✓ | 股票-其他 | 3.09% | — | -1.30% | ||
| 7 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 2.37% | +0.05% | +0.90% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.33% | -0.27% | -0.21% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.91% | +0.13% | -0.94% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.57% | -0.15% | -0.36% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.51% | +0.11% | -2.33% | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.44% | +0.19% | -0.22% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.40% | +0.14% | -2.25% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.32% | +0.13% | -1.55% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.16% | +0.10% | -0.09% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.30% | -1.13% | |
| 17 | ✓ | 股票-其他 | 1.04% | — | +3.92% | ||
| 18 | BLK | Blackrock Inc | 股票-金融 | 1.00% | -0.14% | -0.52% | |
| 19 | ✓ | 股票-其他 | 0.99% | — | -13.33% | ||
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | +0.06% | +0.11% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | -0.03% | -0.06% | |
| 22 | ✓ | 股票-其他 | 0.92% | — | -0.90% | ||
| 23 | ✓ | 股票-其他 | 0.86% | — | +3.37% | ||
| 24 | ✓ | 股票-其他 | 0.86% | — | -0.56% | ||
| 25 | ✓ | 股票-其他 | 0.83% | — | -1.88% | ||
| 26 | ✓ | 股票-其他 | 0.80% | — | +12.28% | ||
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.78% | +0.05% | -0.53% | |
| 28 | ✓ | 股票-其他 | 0.77% | — | +0.66% | ||
| 29 | SWSSX | Schwab Small-cap Index | 股票-其他 | 0.72% | +0.06% | +1.64% | |
| 30 | ✓ | 股票-其他 | 0.70% | — | -0.60% | ||
| 31 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.69% | -0.08% | -6.15% | |
| 32 | PCEF | Invesco Cef Income Composite | ETF-其他 | 0.69% | -0.05% | -3.49% | |
| 33 | ✓ | 股票-其他 | 0.68% | — | -0.90% | ||
| 34 | ✓ | 股票-其他 | 0.67% | — | -0.82% | ||
| 35 | ✓ | 股票-其他 | 0.67% | — | -0.69% | ||
| 36 | ✓ | 股票-其他 | 0.66% | — | -0.73% | ||
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.62% | +0.02% | -1.01% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | -0.11% | -0.54% | |
| 39 | ✓ | 股票-其他 | 0.61% | — | -0.96% | ||
| 40 | TPR | Tapestry Inc | 股票-循環性消費 | 0.58% | -0.11% | -12.95% | |
| 41 | ✓ | 股票-其他 | 0.58% | — | +0.08% | ||
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | -0.07% | +12.75% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.09% | -0.17% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.05% | -0.09% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.55% | — | -0.25% | |
| 46 | ✓ | 股票-其他 | 0.55% | — | -0.43% | ||
| 47 | ✓ | 股票-其他 | 0.53% | — | +3.33% | ||
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.16% | -2.84% | |
| 49 | ✓ | 股票-其他 | 0.52% | — | -3.43% | ||
| 50 | ✓ | 股票-其他 | 0.52% | — | -1.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.54% | 減碼 |
| 2 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | NEW | 新建倉 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.46% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | -2.25% | 減碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.50% | 減碼 |
| 6 | SYF | Synchrony Financial | +0.2% | — | 減碼 |
| 7 | MCD | Mcdonald's CORP | +0.2% | +145.76% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.09% | 減碼 |
| 9 | DIS | Walt Disney Co/the | +0.1% | +12.75% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +0.11% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | -1.13% | 減碼 |
| 12 | XLC | Ss Comm Select Sector Spdr | +0.1% | — | 加碼 |
| 13 | TPR | Tapestry Inc | +0.1% | -12.95% | 減碼 |
| 14 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -0.79% | 減碼 |
| 15 | COF | Capital One Financial CORP | +0.1% | — | 減碼 |
| 16 | IWC | Ishares Micro-cap ETF | +0.1% | -0.22% | 減碼 |
| 17 | BLK | Blackrock Inc | +0.1% | -0.52% | 減碼 |
| 18 | NFLX | Netflix Inc | +0.1% | NEW | 新建倉 |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.1% | — | 加碼 |
| 20 | FDN | First Trust Dj Internet Ind | +0.1% | -1.75% | 減碼 |
| 21 | KR | Kroger Co | +0.1% | NEW | 新建倉 |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -1.55% | 減碼 |
| 23 | HUN | Huntsman CORP | -0.1% | -3.27% | 減碼 |
| 24 | DVY | Ishares Select Dividend ETF | -0.1% | -0.21% | 減碼 |
| 25 | JNJ | Johnson & Johnson | -0.1% | -0.17% | 減碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | -1.10% | 減碼 |
| 27 | PEP | Pepsico Inc | -0.1% | -0.79% | 減碼 |
| 28 | VECO | Veeco Instruments Inc | -0.1% | -0.71% | 減碼 |
| 29 | CPB | THE Campbell's Company | -0.1% | EXIT | 清倉 |
| 30 | ORI | Old Republic Intl CORP | -0.1% | -12.65% | 減碼 |
| 31 | MAN | Manpowergroup Inc | -0.1% | EXIT | 清倉 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | — | 減碼 |
| 33 | ABBV | Abbvie Inc | -0.1% | — | 減碼 |
| 34 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | — | 減碼 |
| 35 | HY | Hyster-yale Inc | -0.1% | -17.48% | 減碼 |
| 36 | OSK | Oshkosh CORP | -0.1% | -22.19% | 減碼 |
| 37 | CE | Celanese CORP | -0.1% | EXIT | 清倉 |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.79% | 減碼 |
| 39 | PFF | Ishares Preferred & Income S | -0.1% | -6.15% | 減碼 |
| 40 | DVN | Devon Energy CORP | -0.1% | — | 減碼 |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.06% | 減碼 |
| 42 | MRSH | Marsh & Mclennan Cos | -0.1% | -12.01% | 減碼 |
| 43 | XLB | Ss Materials Select Sector | -0.1% | — | 減碼 |
| 44 | CI | THE Cigna Group | -0.1% | -0.93% | 減碼 |
| 45 | IRM | Iron Mountain Inc | -0.1% | — | 減碼 |
| 46 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | 減碼 |
| 47 | AMGN | Amgen Inc | -0.1% | -0.54% | 減碼 |
| 48 | URI | United Rentals Inc | -0.2% | -21.12% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.2% | — | 減碼 |
| 50 | DVA | Davita Inc | -0.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Dumont & Blake Investment Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.5億，共申報了 202 個公開持股部位。
在 Q4 2024 季度，Dumont & Blake Investment Advisors LLC 按市值排列的前三大核心持股分別為：SPY (9.5%)、QQQ (5.1%)、AAPL (4.7%)。其中最大持股部位 SPY 佔據整體投資組合約 9.5% 的權重。
在 Q4 2024 季度中，Dumont & Blake Investment Advisors LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 5 個部位、減碼 38 個部位以及清倉 4 個部位。 其中最大新建倉標的為 IJS。 本季清倉部位包含 DVA。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。